Investments

If you ever find yourself in a situation where you are unsure about an investment, to minimize regret, I suggest you go halfsies. Halfsies is when you either buy or sell half your normal amount. When $520,000 worth of equity structured notes matured, I faced the challenge of figuring out how to reinvest the proceeds. […]

Ever since 2012, I’ve invested in equity structured notes to provide for some downside protection. Structured notes have sometimes gotten a bad reputation because they may be complex and expensive. However, just because you don’t understand something doesn’t mean you should burn it at the stake. If a structured note can give you the courage

Liquid courage is sometimes needed to talk to a person you fancy. The more alcohol you drink, the more your inhibitions tend to go away. In the finance world, liquid courage is also what’s needed to make risky investments or investments during risky times. The more cash you have, the more liquid you are and

Although I’m a DIY investor and encourage people to figure out how to invest themselves, there’s absolutely a place for hiring a financial advisor or investment manager to manage your money, or at least a portion of it. Back in 2015, I did some consulting for a fintech startup called Motif Investing down in San

Since 1995, I’ve been a do-it-yourself investor (DIY investing). It all started when I saw my father trading stocks on his Charles Schwab online account. I was hooked and asked him to teach me. The introduction led me to trade stocks during college. Sometimes I’d win, sometimes I’d lose. Thankfully, my portfolio was only about

I have stated multiple times that real estate is my favorite asset class to build wealth. Therefore, choosing between real estate or bonds is a fairly straightforward decision. Real estate all the way. However, I thought it would be a useful exercise to determine which type of investment is best for whom and when. After

Do you want to be a great investor? If so, then you need to learn how to connect the dots to make profitable investments nobody else can see. By investing in long-term trends, you can become a great investor. By properly allocating your assets in a risk-adjusted manner, you can also become a great investor.

Bill Gates has taken on many roles over the course of his career: affable tech nerd, aloof billionaire, tennis player, visionary philanthropist. Before divorcing, Bill and Melinda Gates added a new title to that list: largest owners of US farmland. One way to get rich is to observe what rich people do with their money.